Director of Business Strategy

711 MS Smith Barney, LLC; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking a senior contributor to strengthen client relationships and leadership within the FA/PWA team. You will support strategic client service delivery, partner with market stakeholders, and help execute business plans while maintaining a high standard of client experience.

The role emphasizes leadership, industry knowledge, and collaboration to drive client outcomes in a dynamic financial environment.

Qualifications

• 10+ years of experience in a field relevant to the position required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• If required, obtain, and maintain CFP or CFA designation. Additional product licenses may be required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Leads in assisting the FA/PWA/team in developing and delivering their client service model, including meetings and follow-ups.
• Assisting the FA/PWA/team in developing and executing against their business plan and strategies with other market stakeholders.
• Preparing and reviewing client reports or financial plans from firm-approved systems for clients.
• Participating in client meetings, representing the service lens when requested.
• Working with the team to optimize business practice efficiencies.
• May allocate work among a team of Support Professionals.

Skills

Strong Leadership Skills

Education

Advanced degree or professional certification

Job description

DUTIES and RESPONSIBILITIES

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
• Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management
• At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
• May allocate work among a team of Support Professionals

Education and/or Experience

• 10+ years of experience in a field relevant to the position required
• Advanced degree or professional certification or prior industry experience required
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• If required, obtain, and maintain CFP or CFA designation
• Additional product licenses may be required

Knowledge/Skills

• Strong leadership skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that is differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions - and in the ability of capital to work for the benefit of all society.